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AE Wealth Management’s Global X Russell 2000 Covered Call ETF RYLD Stock Holding History

AE Wealth Management’s Portfolio RYLD Stock Details RYLD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$3.25M Sell
203,550
-5,433
-3% -$84.6K 0.02% 534
2026
Q1 		$3.12M Buy
208,983
+105,124
+101% +$1.63M 0.02% 527
2025
Q4 		$1.59M Buy
103,859
+102,084
+5,751% +$1.56M 0.01% 675
2025
Q3 		$26.7K Sell
1,775
-1,350
-43% -$20.2K ﹤0.01% 1840
2025
Q2 		$46.6K Buy
3,125
+20
+0.6% +$291 ﹤0.01% 1618
2025
Q1 		$46.9K Sell
3,105
-625
-17% -$10.1K ﹤0.01% 1597
2024
Q4 		$60.9K Buy
+3,730
New +$61.4K ﹤0.01% 1527
2024
Q1 		– Sell
-104,352
Closed -$1.71M – 1817
2023
Q4 		$1.71M Buy
104,352
+88,176
+545% +$1.46M 0.01% 957
2023
Q3 		$276K Buy
+16,176
New +$287K ﹤0.01% 1649
2023
Q1 		– Sell
-32,766
Closed -$616K – 1989
2022
Q4 		$616K Sell
32,766
-150,180
-82% -$2.9M ﹤0.01% 1192
2022
Q3 		$3.37M Buy
182,946
+5,503
+3% +$112K 0.03% 533
2022
Q2 		$3.65M Buy
177,443
+18,275
+11% +$398K 0.03% 475
2022
Q1 		$3.79M Buy
159,168
+48,782
+44% +$1.14M 0.03% 522
2021
Q4 		$2.69M Buy
110,386
+33,306
+43% +$832K 0.02% 604
2021
Q3 		$1.92M Buy
77,080
+28,333
+58% +$713K 0.02% 663
2021
Q2 		$1.25M Sell
48,747
-9,016
-16% -$225K 0.01% 767
2021
Q1 		$1.4M Buy
57,763
+36,323
+169% +$854K 0.01% 675
2020
Q4 		$484K Buy
+21,440
New +$471K 0.01% 976

Other funds holding RYLD

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
HIP
HUB Investment Partners Austin, Texas $5.57B AUM 30.6% 1-Year Est. Return
ACM
AlphaStar Capital Management Cornelius, North Carolina $1.57B AUM 20.25% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

AE Wealth Management's RYLD Position: Q2 2026 in Review

AE Wealth Management reduced its Global X Russell 2000 Covered Call ETF (RYLD) stake by 2.6% in Q2 2026, selling an estimated $84.6K and leaving 203,550 shares worth $3.25M. The position accounts for 0.02% of the portfolio, ranked #534.

AE Wealth Management first reported a position in RYLD in Q4 2020 and has held it in 18 quarters since. The position peaked at $3.79M in Q1 2022. 163 funds tracked by Wall St. Rank hold RYLD as of Q2 2026.

  • AE Wealth Management held 203,550 shares of Global X Russell 2000 Covered Call ETF worth $3.25M as of Q2 2026.
  • AE Wealth Management sold 5,433 Global X Russell 2000 Covered Call ETF shares in Q2 2026, an estimated $84.6K.
  • Global X Russell 2000 Covered Call ETF made up 0.02% of AE Wealth Management's portfolio in Q2 2026, its #534 holding.
  • AE Wealth Management first reported a position in Global X Russell 2000 Covered Call ETF in Q4 2020 and has held it in 18 quarters since.
  • AE Wealth Management's Global X Russell 2000 Covered Call ETF position peaked at $3.79M in Q1 2022.
  • 163 funds tracked by Wall St. Rank held Global X Russell 2000 Covered Call ETF as of Q2 2026.

Based on AE Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.